For over 35 years I’ve been passionate in working with professionals and entrepreneurs in UK and Hong Kong to help them enhance their financial goals.
I have been able to make them achieve their goals by analysing, structuring, consolidating and implementing a compliant, personalized solutions, which I’ve continually reviewed and updated.
I am a partner with St.James's Place in Hong Kong. We provide face to face wealth management advice, with our clients appreciating a source of trusted advice as their financial needs and priorities evolve over time.
I am willing to invest my time to review your circumstances and discuss your life goals and financial aspirations and have an informal chat with yourself to see how I can add value to your financial planning.